Warner Financial, Inc Purchases in Q4 2025

Warner Financial, Inc

  • $288 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
24
+ 0.14%
$201.42 - $211.15 $4.83K - $5.07K
17K $3.59M
BND
Vanguard Bd Index Fd Inc Total

ETFs
874
+ 2.14%
$74.09 - $75.1 $64.8K - $65.6K
41.6K $3.08M
IWM
Ishares Russell 2000 ETF

ETFs
163
+ 8.57%
$236.79 - $250.33 $38.6K - $40.8K
2.06K $508K
SCHA
Schwab Strategic Tr Us Small C

ETFs
830
+ 3.04%
$27.17 - $28.65 $22.6K - $23.8K
28.2K $802K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
60
+ 0.52%
$88.45 - $91.41 $5.31K - $5.48K
11.7K $1.07M
IWD
Ishares Russell 1000 Val ETF

ETFs
15
+ 0.42%
$199.44 - $208.01 $2.99K - $3.12K
3.61K $758K
VTI
Vanguard Total Stock Market Et

ETFs
16
+ 0.5%
$321.8 - $337.95 $5.15K - $5.41K
3.19K $1.07M
VOE
Vanguard Mid Cap Value Index F

ETFs
58
+ 0.93%
$169.53 - $176.53 $9.83K - $10.2K
6.31K $1.12M
T. Rowe Price Capital Appreciation Equity ETF
211
+ 0.61%
N/A
35K $1.34M
VO
Vanguard Mid Cap ETF

ETFs
455
+ 1.47%
$286.27 - $296.23 $130K - $135K
31.4K $9.13M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
27
+ 0.56%
$79.18 - $82.25 $2.14K - $2.22K
4.87K $408K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.19%
$454.87 - $482.76 $910 - $966
1.08K $519K
Dimensional Us Large Cap Value ETF
50
+ 0.39%
N/A
12.8K $437K
USXF
Ishares Esg Advanced Msci Usa

Technology
271
+ 5.84%
$56.25 - $59.38 $15.2K - $16.1K
4.91K $283K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
123
+ 0.97%
$63.25 - $66.24 $7.78K - $8.15K
12.8K $844K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3
+ 0.08%
$132.94 - $139.8 $399 - $419
3.71K $517K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
55
+ 2.44%
$116.0 - $122.39 $6.38K - $6.73K
2.31K $279K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
166
+ 6.26%
$97.52 - $102.52 $16.2K - $17K
2.82K $276K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
18
+ 0.12%
$99.77 - $105.23 $1.8K - $1.89K
15.5K $1.58M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.07%
$577.77 - $604.78 $578 - $605
1.5K $907K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
14
+ 0.35%
$91.84 - $96.06 $1.29K - $1.34K
4.07K $387K
Capital Group Core Balanced ETF
95
+ 0.88%
N/A
10.9K $387K
IJS
Ishares S&P Smallcap 600 Value

ETFs
5
+ 0.18%
$105.91 - $113.18 $530 - $566
2.71K $308K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.06%
$459.47 - $491.71 $459 - $492
1.79K $849K
SCHX
Schwab Strategic Tr Us Large C

ETFs
35
+ 0.3%
$25.85 - $27.19 $905 - $952
11.6K $313K
MGC
Vanguard Mega Cap ETF

ETFs
5
+ 0.48%
$239.57 - $253.74 $1.2K - $1.27K
1.05K $262K
FNDA
Schwab Fundamental U S Small C

ETFs
38
+ 0.21%
$29.85 - $31.55 $1.13K - $1.2K
18.3K $576K
SPYG
Spdr Portfolio

ETFs
4
+ 0.13%
$102.4 - $109.39 $410 - $438
3.04K $325K
PABU
Ishares Tr Ishares Paris Align

ETFs
13
+ 0.36%
$70.78 - $74.5 $920 - $969
3.61K $263K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
+ 0.24%
$310.75 - $335.0 $622 - $670
826 $267K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
36
+ 1.06%
$82.69 - $83.12 $2.98K - $2.99K
3.43K $284K
VDE
Vanguard Energy ETF

ETFs
8
+ 0.43%
$120.37 - $129.34 $963 - $1.03K
1.87K $236K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.35%
$736.33 - $801.52 $736 - $802
287 $216K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
225
+ 2.44%
$32.35 - $34.37 $7.28K - $7.73K
9.45K $309K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3
+ 0.13%
$136.54 - $144.07 $410 - $432
2.25K $317K
IFRA
Ishares Tr

ETFs
95
+ 0.31%
$52.02 - $54.04 $4.94K - $5.13K
30.5K $1.61M
FNDE
Schwab Fundamental Emerging Mk

ETFs
9
+ 0.09%
$34.78 - $37.69 $313 - $339
10.5K $377K
DVY
Ishares Tr

ETFs
16
+ 0.26%
$138.1 - $143.11 $2.21K - $2.29K
6.16K $870K
VNQ
Vanguard Specialized Funds Van

ETFs
129
+ 1.06%
$88.13 - $92.69 $11.4K - $12K
12.3K $1.09M
VOT
Vanguard Mid Cap Growth Index

ETFs
13
+ 0.26%
$279.76 - $298.12 $3.64K - $3.88K
4.93K $1.38M
Activity Summary
Buys All Purchases 91 New Holdings 12 Increased Positions 79 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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